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Sector Analysis

Agricultural Chemicals

Standard Industrial Classification: SIC 2870

Industry Insider Sentiment Analysis

The Agricultural Chemicals sector (SIC 2870) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2017-05-17 19:46 2017-05-16 MOS MOSAIC CO COOPER NANCY E Director OPT+S $23.39 1,100 $25,724 7,160
2017-05-12 19:08 2017-05-10 SMG SCOTTS MIRACLE-GRO CO Coleman Thomas Randal Officer SELL $89.84 4,265 $383,168 19,202
2017-05-10 23:41 2017-05-09 SMG SCOTTS MIRACLE-GRO CO Hagedorn Partnership, L.P. 10% owner SELL $89.46 4,259 $381,020 15,771,259
2017-05-10 21:52 2017-05-09 SMG SCOTTS MIRACLE-GRO CO Lukemire Michael C Officer SELL $89.31 10,000 $893,085 41,969
2017-05-10 23:44 2017-05-09 SMG SCOTTS MIRACLE-GRO CO HAGEDORN PAUL 10% owner SELL $89.46 4,259 $381,020 2,293,751
2017-05-08 23:33 2017-05-04 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $16.19 20,000 $323,800 892,003
2017-05-08 20:24 2017-05-05 MOS MOSAIC CO EBEL GREGORY L Director BUY $23.49 21,000 $493,340 36,440
2017-05-05 21:57 2017-05-03 SMG SCOTTS MIRACLE-GRO CO Johnson Stephen L Director SELL $88.72 3,327 $295,183 15,653
2017-05-06 00:05 2017-05-05 MOS MOSAIC CO Johnson Denise C Director BUY $23.58 803 $18,933 803
2017-05-05 22:19 2017-05-03 SMG SCOTTS MIRACLE-GRO CO HAGEDORN JAMES Director, Officer, 10% owner SELL $88.49 33,104 $2,929,356 65,902
2017-05-04 22:45 2017-05-04 MOS MOSAIC CO MACK RICHARD L Officer BUY $23.35 7,500 $175,121 136,101
2017-04-13 22:16 2017-04-11 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $16.99 20,000 $339,800 912,003
2017-03-23 02:27 2017-03-21 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $15.24 10,000 $152,400 932,003
2017-03-21 23:09 2017-03-20 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $15.34 10,000 $153,400 942,003
2017-03-14 21:37 2017-03-10 AVD AMERICAN VANGUARD CORP Trogele Ulrich Officer BUY $15.20 7,000 $106,400 93,356
2017-03-15 03:05 2017-03-14 AVD AMERICAN VANGUARD CORP Venter Johann Officer SELL $15.50 4,000 $62,000 19,326
2017-03-14 22:16 2017-03-10 AVD AMERICAN VANGUARD CORP Venter Johann Officer SELL $15.27 8,075 $123,266 23,326
2017-02-16 02:03 2017-02-13 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.10 989,000 $6,032,900 164,388
2017-02-16 02:01 2017-02-13 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.10 989,000 $6,032,900 164,388
2017-02-14 01:10 2017-02-09 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.10 2,012,202 $12,275,640 232,320
2017-02-14 01:00 2017-02-10 MOS MOSAIC CO Koenig Emery N. Director BUY $32.35 3,000 $97,038 16,609
2017-02-14 01:10 2017-02-09 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.10 2,012,202 $12,275,640 232,320
2017-02-10 01:03 2017-02-08 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $15.82 10,000 $158,200 880,845
2017-02-09 02:58 2017-02-06 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.20 49,020 $304,051 373,987
2017-02-09 00:01 2017-02-07 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $16.40 10,000 $164,000 890,845
2017-02-09 00:20 2017-02-06 SMG SCOTTS MIRACLE-GRO CO HAGEDORN KATHERINE LITTLEFIELD Director, 10% owner SELL $89.46 3,170 $283,588 7,147
2017-02-09 03:00 2017-02-06 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.20 49,020 $304,051 373,987
2017-02-03 02:00 2017-01-31 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.35 2,015,000 $12,798,273 377,386
2017-02-03 02:00 2017-01-31 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.35 2,015,000 $12,798,273 377,386
2017-02-01 03:22 2017-01-27 SNES SenesTech, Inc. Williams Julia Ann Director BUY $7.94 1,950 $15,483 1,950
2017-02-01 02:04 2017-01-27 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.53 16,105 $105,101 519,239
2017-02-01 03:22 2017-01-27 SNES SenesTech, Inc. WICKERSHAM GROVER T. Director BUY $7.45 1,600 $11,913 226,100
2017-02-01 02:07 2017-01-27 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.53 16,105 $105,101 519,239
2017-02-01 03:21 2017-01-27 SNES SenesTech, Inc. RAMSEY ROBERT E JR Director BUY $7.46 7,000 $52,189 27,000
2017-01-28 02:00 2017-01-25 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.60 129,166 $852,431 526,179
2017-01-28 02:00 2017-01-25 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.60 129,166 $852,431 526,179
2017-01-27 02:07 2017-01-24 SNES SenesTech, Inc. WICKERSHAM GROVER T. Director BUY $7.42 1,000 $7,415 51,000
2017-01-26 03:50 2017-01-23 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.56 200,000 $1,312,160 535,273
2017-01-26 03:46 2017-01-23 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.56 200,000 $1,312,160 535,273
2017-01-24 02:01 2017-01-19 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.37 200,000 $1,273,380 547,901
2017-01-24 02:02 2017-01-19 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.37 200,000 $1,273,380 547,901
2017-01-20 04:52 2017-01-17 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.47 715,000 $4,626,980 561,943
2017-01-19 17:33 2017-01-17 AVD AMERICAN VANGUARD CORP WINTEMUTE ERIC G Director, Officer SELL $17.01 20,000 $340,200 900,845
2017-01-20 04:48 2017-01-17 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.47 715,000 $4,626,980 561,943
2017-01-14 02:00 2017-01-11 UAN CVR PARTNERS, LP GSO CAPITAL PARTNERS LP 10% owner SELL $6.36 72,244 $459,732 620,665
2017-01-14 02:00 2017-01-11 UAN CVR PARTNERS, LP Blackstone Holdings I L.P. 10% owner SELL $6.36 72,244 $459,732 620,665
2016-12-19 22:10 2016-12-15 SMG SCOTTS MIRACLE-GRO CO HAGEDORN JAMES Director, Officer, 10% owner SELL $95.42 15,984 $1,525,174 7,779
2016-12-16 01:57 2016-12-13 SMG SCOTTS MIRACLE-GRO CO Hagedorn Partnership, L.P. 10% owner SELL $95.00 20,000 $1,899,990 15,775,518
2016-12-16 02:13 2016-12-13 SNES SenesTech, Inc. Williams Julia Ann Director BUY $8.39 1,000 $8,388 1,000
2016-12-16 02:15 2016-12-13 SNES SenesTech, Inc. WICKERSHAM GROVER T Director BUY $8.00 62,500 $500,000 7,000
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Agricultural Chemicals sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2870) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Agricultural Chemicals

Every transaction in the Agricultural Chemicals industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.